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UHT

Universal Health Realty Income Trust

156 hedge funds and large institutions have $428M invested in Universal Health Realty Income Trust in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $780K | Put options by funds: $256K

0.58% less ownership

Funds ownership: 65.82%65.25% (-0.58%)

2% less capital invested

Capital invested by funds: $437M → $428M (-$8.82M)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

6% less funds holding

Funds holding: 166156 (-10)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
54
Reduced
57
Closed
19
Calls
$780K
Puts
$256K
Net Calls
+$524K
Net Calls Change
-$102K
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
151
Farmers & Merchants Investments Inc
Nebraska
$428
GRP
152
Global Retirement Partners
California
$285
Allianz Asset Management
153
Allianz Asset Management
Germany
$266 -$170K -3,700 -40%
PFBT
154
Parkside Financial Bank & Trust
Missouri
$191 -$368 -8 -67%
Russell Investments Group
155
Russell Investments Group
United Kingdom
$190 -$781 -17 -81%
Citadel Advisors
156
Citadel Advisors
Florida
-$1.59M -33,024 Closed
SC
157
Shay Capital
New York
-$1.2M -25,000 Closed
WG
158
Winton Group
United Kingdom
-$485K -10,090 Closed
PCM
159
Penserra Capital Management
California
-$387K -8,059 Closed
American Century Companies
160
American Century Companies
Missouri
-$384K -7,976 Closed
Jane Street
161
Jane Street
New York
-$375K -7,793 Closed
GCM
162
Graham Capital Management
Connecticut
-$349K -7,260 Closed
Marshall Wace
163
Marshall Wace
United Kingdom
-$307K -6,371 Closed
VVP
164
Venture Visionary Partners
Ohio
-$213K -4,431 Closed
PAMS
165
Pictet Asset Management (Switzerland)
Switzerland
-$208K -4,331 Closed
State Board of Administration of Florida Retirement System
166
State Board of Administration of Florida Retirement System
Florida
-$207K -4,297 Closed
AssetMark Inc
167
AssetMark Inc
California
-$193K -4,019 Closed
PCM
168
Pointe Capital Management
Michigan
-$96.2K -2,000 Closed
MWM
169
Mascoma Wealth Management
New Hampshire
-$26.9K -619 Closed
AAS
170
Ameritas Advisory Services
Nebraska
-$15.2K -317 Closed
ASN
171
Advisory Services Network
Georgia
-$11.6K -242 Closed
LWANC
172
Laurel Wealth Advisors (North Carolina)
North Carolina
-$9.62K -200 Closed
KM
173
Kalos Management
Georgia
-$9.14K -190 Closed
TWA
174
TCI Wealth Advisors
Arizona
-$8.47K -176 Closed
C
175
Covestor
United Kingdom
-$414 -9 -82%

UHT Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2023, worth a combined $428M — down 2% from $437M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UHT and 9 opened new positions — a net loss of 10 holders — while 57 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $3.41M. The largest seller was Invesco, cutting an estimated $1.82M.

  • 156 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2023, down from 166 in Q1 2023.
  • Funds reported $428M of Universal Health Realty Income Trust stock for Q2 2023, down 2% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q2 2023 and 19 closed out, a net change of -10 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2023 was BlackRock, an estimated $3.41M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2023 was Invesco, an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2023.